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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,712 | $76,551-86.0% | $123,894-91.4% | $62,881-83.0% |
| Participation rate | 96.0% | 73.0%+23.0pp | 81.4%+14.6pp | 69.3%+26.7pp |
| Annual return | 3.13% | 18.68%-15.5pp | 47.52%-44.4pp | 20.14%-17.0pp |
| Employer contribution / active EE | $1,198 | $2,882-58.4% | $4,617-74.0% | $2,281-47.5% |
| Participant deferral / active EE | $1,270 | $4,840-73.8% | $5,984-78.8% | $3,203-60.3% |
| Admin fee / account holder | $1,606 | $4,826-66.7% | $8,357-80.8% | $4,296-62.6% |